[Edaily Reporter kyoungeun kim ]SamsungElectronics(005930)opened 2% higher in early trading on the 3rd.
According to MP Doctor, as of 9:19 a.m. on the 3rd, SamsungElectronics(005930)was trading at 292,500 won, up 6,500 won (2.27%) from the previous day. Although semiconductor stocks continued to correct on the New York Stock Exchange the previous day, investor sentiment appears to have been buoyed by foreign media reports that Anthropic, a global artificial intelligence (AI) model developer, is in discussions with SamsungElectronics’ foundry (semiconductor contract manufacturing) division regarding the production of advanced AI chips.
At this time, SK hynix’s stock price has risen by only 0.14%.
According to the U.S. IT media outlet The Information on the 2nd (local time), Anthropic is considering plans to produce its cutting-edge chips using SamsungElectronics’ foundry division’s 2-nanometer (nm, one-billionth of a meter) process and advanced packaging facilities. The 2-nm process is currently the most advanced in the foundry industry and can significantly increase chip integration density.
Earlier, in May of this year, Anthropic announced that the three major memory manufacturers—SamsungElectronics, SK hynix, and Micron—had participated as “strategic infrastructure partners” in its Series H funding round, stating that they “play a key role not only in memory but also in the supply of logic chips.” Industry analysts have noted that, among the three companies, SamsungElectronics is effectively the only one capable of collaborating on logic chips, and this foreign media report appears to have further heightened expectations for SamsungElectronics to secure the order.
If SamsungElectronics succeeds in securing the order for Anthropic’s chips, it will add another major tech company to its foundry client roster, following Tesla, NVIDIA, and Apple. However, Anthropic noted that development of the chip is in its early stages and has not yet progressed to the detailed design, testing, or manufacturing phases.